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Ballast Small/Mid Cap ETF
MGMT
MGMT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAN
26
Integrated Advisors Network
Dallas,
Texas
| $552K | +$526K | +14,555 | New |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $446K | +$34.9K | +966 | +9% |
|
|
HWM
28
HB Wealth Management
Atlanta,
Georgia
| $417K | +$5.42K | +150 | +1% |
|
|
HT
29
Heritage Trust
Oklahoma City,
Oklahoma
| $413K | +$393K | +10,883 | New |
|
|
TA
30
Tactive Advisors
Jacksonville,
Florida
| $396K | +$378K | +10,456 | New |
|
|
CWM
31
Centric Wealth Management
Chicago,
Illinois
| $389K | -$1.7K | -47 | -0.4% |
|
|
RJT
32
Raymond James Trust
St. Petersburg,
Florida
| $289K | -$85.6K | -2,368 | -24% |
|
|
SB
33
Strategic Blueprint
Atlanta,
Georgia
| $229K | -$29.8K | -823 | -12% |
|
34
Osaic Holdings
Scottsdale,
Arizona
| $23.1K | -$21.6K | -597 | -50% |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $6.79K | – | – | – |
|
36
UBS Group
Zurich,
Switzerland
| $3.9K | -$20.7K | -573 | -85% |
|
37
Morgan Stanley
New York
| $3.56K | -$4.01K | -111 | -54% |
|
38
Wells Fargo
San Francisco,
California
| $35 | – | – | – |
|